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CIK: 0001085041
Total reported value
$327.7M
$327.7M
127 檔
22.3%
As reported in its official Q3 2024 Form 13F filing, First National Bank Sioux Falls's tracked investment portfolio stood at $327.7M with 127 total positions.
In Q3 2024, First National Bank Sioux Falls displayed an active expansion posture, initiating 5 new positions and adding to 16 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 10.46% | -0.73% | +16.67% | |
| 2 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 7.19% | -2.04% | +26.04% | |
| 3 | AVDE | Avantis International Equity | ETF-Other | 6.67% | -1.37% | +18.37% | |
| 4 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 4.72% | -1.16% | +16.06% | |
| 5 | VO | Vanguard Mid-cap ETF | ETF-Other | 4.13% | -1.27% | +17.98% | |
| 6 | DFAX | Dimensional World Ex US Core | ETF-Other | 3.84% | +0.41% | — | |
| 7 | VTV | Vanguard Value ETF | ETF-Other | 3.41% | -1.11% | +16.78% | |
| 8 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 3.10% | -0.91% | +32.20% | |
| 9 | SCHG | Schwab US Large-cap Growth | ETF-Other | 2.77% | -0.46% | +12.18% | |
| 10 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 2.71% | -0.29% | +7.08% | |
| 11 | DFUV | Dimensional US Marketwide Va | ETF-Other | 2.55% | +0.44% | -0.04% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 2.40% | +0.61% | — | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.38% | +0.50% | — | |
| 14 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 1.77% | -0.29% | +13.04% | |
| 15 | APO | Apollo Global Management Inc | Stock-Financials | 1.63% | +0.06% | +0.42% | |
| 16 | V | Visa Inc-class A Shares | Stock-Financials | 1.61% | +0.28% | — | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.55% | +0.31% | — | |
| 18 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.30% | -1.28% | -0.28% | |
| 19 | MSFT | Microsoft CORP | Stock-Tech | 1.24% | +0.28% | — | |
| 20 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.18% | +0.20% | -0.10% | |
| 21 | BX | Blackstone Inc | Stock-Financials | 1.16% | -0.02% | — | |
| 22 | CAT | Caterpillar Inc | Stock-Industrials | 1.04% | +0.21% | -1.99% | |
| 23 | ORCL | Oracle CORP | Stock-Tech | 0.99% | -0.09% | — | |
| 24 | KKR | Kkr & Co Inc | Stock-Financials | 0.82% | — | — | |
| 25 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.82% | +0.12% | — | |
| 26 | ✓ | Minnehaha Banshares Inc-Common | Stock-Other | 0.82% | — | — | |
| 27 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.82% | +0.17% | — | |
| 28 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.77% | +0.10% | — | |
| 29 | MA | Mastercard Inc - A | Stock-Financials | 0.73% | +0.08% | — | |
| 30 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.64% | +0.02% | — | |
| 31 | CSX | Csx CORP | Stock-Industrials | 0.64% | +0.10% | — | |
| 32 | MUB | Ishares National Muni Bond E | ETF-Other | 0.62% | +0.02% | — | |
| 33 | VUG | Vanguard Growth ETF | ETF-Other | 0.60% | +0.06% | -1.61% | |
| 34 | BAC | Bank Of America CORP | Stock-Financials | 0.59% | +0.05% | -0.31% | |
| 35 | UNP | Union Pacific CORP | Stock-Industrials | 0.57% | +0.07% | — | |
| 36 | ABBV | Abbvie Inc | Stock-Healthcare | 0.55% | +0.14% | — | |
| 37 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.52% | +0.06% | — | |
| 38 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.50% | +0.11% | — | |
| 39 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.48% | +0.10% | -60.40% | |
| 40 | BBN | Blackrock Taxable Muni Bnd | Stock-Other | 0.47% | — | — | |
| 41 | XOM | Exxon Mobil CORP | Stock-Energy | 0.47% | -0.55% | EXIT | |
| 42 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.45% | +0.03% | +23.94% | |
| 43 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.43% | +0.04% | — | |
| 44 | UBER | Uber Technologies Inc | Stock-Industrials | 0.42% | -0.01% | +10.26% | |
| 45 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.42% | -0.27% | -11.96% | |
| 46 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 0.41% | +0.05% | — | |
| 47 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.38% | +0.05% | — | |
| 48 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.37% | +0.32% | — | |
| 49 | WFC | Wells Fargo & Co | Stock-Financials | 0.36% | +0.24% | -1.19% | |
| 50 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.36% | +0.05% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IDEV | Ishares Core Msci Dev Mkts | +1.2% | +26.04% | Add |
| 2 | VOO | Vanguard S&p 500 ETF | +0.8% | +16.67% | Add |
| 3 | AVDE | Avantis International Equity | +0.7% | +18.37% | Add |
| 4 | DFAS | Dimensional US Small Cap ETF | +0.6% | +32.20% | Add |
| 5 | VO | Vanguard Mid-cap ETF | +0.5% | +17.98% | Add |
| 6 | VTV | Vanguard Value ETF | +0.3% | +16.78% | Add |
| 7 | AVLV | Avantis US Large Cap Value | +0.3% | +16.06% | Add |
| 8 | SYLD | Cambria Shareholder Yield Et | +0.2% | NEW | New buy |
| 9 | AVDV | Avantis Intl S/c Value ETF | +0.1% | +13.04% | Add |
| 10 | DGRW | Wisdomtree U.s. Quality Divi | +0.1% | NEW | New buy |
| 11 | PYPL | Paypal Holdings Inc | +0.1% | NEW | New buy |
| 12 | XEL | Xcel Energy Inc | +0.1% | NEW | New buy |
| 13 | BLKCHF | Blackrock Inc | +0.1% | NEW | New buy |
| 14 | BX | Blackstone Inc | +0.1% | — | Unchanged |
| 15 | CMF | Ishares California Muni Bond | +0.1% | +66.67% | Add |
| 16 | SHW | Sherwin-williams Co/the | +0.1% | — | Unchanged |
| 17 | KKR | Kkr & Co Inc | +0.1% | — | Unchanged |
| 18 | ✓ | Minnehaha Banshares Inc-Common | +0.1% | — | Unchanged |
| 19 | VNO | Vornado Realty Trust | +0.1% | — | Unchanged |
| 20 | DFCA | Dimensional Calfornia Mb ETF | +0.1% | +46.67% | Add |
| 21 | SCHG | Schwab US Large-cap Growth | +0.1% | +12.18% | Add |
| 22 | ORCL | Oracle CORP | +0.1% | — | Unchanged |
| 23 | SBUX | Starbucks CORP | +0.1% | +11.26% | Add |
| 24 | DIS | Walt Disney Co/the | 0% | +23.94% | Add |
| 25 | IBM | Intl Business Machines CORP | 0% | — | Unchanged |
| 26 | AVUV | Avantis US Small Cap Value | 0% | +7.08% | Add |
| 27 | CAT | Caterpillar Inc | 0% | -1.99% | Trim |
| 28 | ABBV | Abbvie Inc | 0% | — | Unchanged |
| 29 | META | Meta Platforms Inc-class A | — | — | Unchanged |
| 30 | MA | Mastercard Inc - A | 0% | — | Unchanged |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | — | Unchanged |
| 32 | RSP | Invesco S&p 500 Equal Weight | -0.1% | -0.28% | Trim |
| 33 | AAPL | Apple Inc | -0.1% | — | Unchanged |
| 34 | AVEM | Avantis Emerging Markets Eq | -0.1% | -39.13% | Trim |
| 35 | DLTR | Dollar Tree Inc | -0.1% | +12.15% | Add |
| 36 | EPD | Enterprise Products Partners | -0.1% | EXIT | Sold out |
| 37 | CVS | Cvs Health CORP | -0.1% | EXIT | Sold out |
| 38 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | — | Unchanged |
| 39 | APO | Apollo Global Management Inc | -0.1% | +0.42% | Add |
| 40 | DBA | Invesco Db Agriculture Fund | -0.1% | -33.63% | Trim |
| 41 | V | Visa Inc-class A Shares | -0.1% | — | Unchanged |
| 42 | EEM | Ishares Msci Emerging Market | -0.2% | -25.44% | Trim |
| 43 | GDX | Vaneck Gold Miners ETF | -0.2% | EXIT | Sold out |
| 44 | GLD | Spdr Gold Shares | -0.2% | -43.58% | Trim |
| 45 | DFUV | Dimensional US Marketwide Va | -0.2% | -0.04% | Trim |
| 46 | GOOGL | Alphabet Inc-cl A | -0.2% | — | Unchanged |
| 47 | INTC | Intel CORP | -0.2% | EXIT | Sold out |
| 48 | DFAX | Dimensional World Ex US Core | -0.3% | — | Unchanged |
| 49 | BHK | Blackrock Core Bond Trust | -0.3% | -55.56% | Trim |
| 50 | IVW | Ishares S&p 500 Growth ETF | -0.9% | -60.40% | Trim |
According to official SEC Form 13F filings, First National Bank Sioux Falls reported a total U.S. public equity portfolio value of $327.7M across 127 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VOO, IDEV, AVDE) accounted for 22.3% of total reported equity market value during Q3 2024.
Top New Position Initiated
SYLD
市值: $364.9K
Top Position Liquidated / Trimmed
INTC
前期市值: $398.1K
During Q3 2024, First National Bank Sioux Falls's top holdings by market value included VOO (10.5%)、IDEV (7.2%)、AVDE (6.7%). The largest single position, VOO, represented 10.5% of total portfolio value.
In Q3 2024, First National Bank Sioux Falls made 34 total portfolio adjustments, initiating 5 new buys, adding to 16 positions, trimming 9 holdings, and fully liquidating 4 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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